A robust and flexible social security system is transforming delivery riders from a temporary, marginalized occupation into a more secure and respected profession.
The idea of delivery riders joining the "middle class" might sound surprising. When we think of the middle class, images of white-collar workers in office buildings—typing on keyboards and sipping coffee—likely come to mind. The middle class is often associated with stable high incomes and a respectable lifestyle.
However, a counterintuitive reality is emerging: while white-collar workers worry about AI taking their jobs or the "age-35 crisis," the delivery riders you might overlook could be becoming a more stable "quasi-middle class."
This is no joke. In March 2025, a report by the China New Employment Patterns Research Center revealed that the proportion of delivery riders working outside their home provinces dropped by 5.19% in 2024. Many now earn substantial incomes locally, with "new middle-class riders" emerging prominently in county-level economies.
Data shows that the average monthly income for riders has surpassed 7,000 yuan, with an hourly wage (33.6 yuan/hour) 40% higher than that of construction workers (24.0 yuan/hour).
This isn’t about comparing incomes but highlighting how a new and respected employment model has fostered a significant workforce. By July 2025, China had over 14 million delivery riders.
The combination of high earnings, flexibility, and relative stability—especially as AI disrupts white-collar jobs—has made this profession appealing to Gen Z.
Historically, the "freedom" of this job came at the cost of inadequate benefits. Now, efforts by internet platforms are enhancing riders' job security. Starting in November,
**The Dilemma of "Hesitation" and the Wisdom of the "Tripartite Approach"**
Riders’ social insurance has long been a societal concern. Why did
First, we must understand the reality: traditional labor classifications (either full-time employees or self-employed) excluded riders, who often work under outsourcing arrangements. Many couldn’t access standard benefits like pensions or housing funds.
The core issue? Uncertainty. A 38-year-old Beijing rider, Liu, put it bluntly: "I don’t even know how long I’ll stay in Beijing." For many riders supporting families, choosing between immediate needs (like children’s tuition) and long-term benefits (like pensions) is tough. About 70% of riders move between cities, and many are unsure how long they’ll stay in the job.
The breakthrough came in 2021 with China’s "tripartite labor framework," recognizing these "non-traditional" employment relationships.
By allocating profits to subsidize riders’ pensions,
**Security Starts with "Real Benefits"** Riders’ reactions were pragmatic: "Am I eligible?" "How much can I get back?" "Is the money going to my account?"
Real-world examples prove its value. Beijing rider Li Yipu, injured in an accident, used the rider app to file a claim and received medical reimbursement and living allowances during recovery—thanks to pilot injury protection schemes.
Beyond insurance,
These measures build dignity for the profession—not as charity, but as recognition of labor’s value.
**A New Answer for Gig Economy Security** Globally, securing benefits for "flexible" workers has stumped policymakers.
The U.S. (California) and Spain tried強制 reclassifying riders as employees, sparking platform backlash and job losses. The U.K.’s "worker" status offered limited protection. These efforts failed by applying old frameworks to new realities.
With 84 million gig workers in China, riders now enjoy better protections than many, including some white-collar workers. By balancing corporate efficiency and social equity,
Disclaimer: This report is based on publicly disclosed information and aims for objectivity but makes no guarantees on accuracy or completeness. It does not constitute investment advice.